Azzad Asset Management Inc. ADV Increases Stake in MACOM Technology Solutions Holdings, Inc. $MTSI

Azzad Asset Management Inc. ADV lifted its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 94.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 20,113 shares of the semiconductor company’s stock after acquiring an additional 9,767 shares during the quarter. Azzad Asset Management Inc. ADV’s holdings in MACOM Technology Solutions were worth $4,466,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in the company. GHP Investment Advisors Inc. acquired a new stake in MACOM Technology Solutions in the first quarter valued at $31,000. Measured Wealth Private Client Group LLC acquired a new stake in shares of MACOM Technology Solutions in the fourth quarter valued at approximately $30,000. Advisory Services Network LLC purchased a new position in MACOM Technology Solutions during the 3rd quarter worth $25,000. Bayforest Capital Ltd purchased a new stake in MACOM Technology Solutions during the 4th quarter valued at approximately $39,000. Finally, Clearstead Advisors LLC increased its holdings in shares of MACOM Technology Solutions by 156.5% in the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 144 shares during the period. Institutional investors and hedge funds own 76.14% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the company. Susquehanna lifted their price objective on MACOM Technology Solutions from $300.00 to $350.00 and gave the company a “neutral” rating in a report on Friday, May 8th. Barclays lifted their price target on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, May 22nd. Needham & Company LLC raised their price objective on MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Weiss Ratings restated a “hold (c+)” rating on shares of MACOM Technology Solutions in a research report on Friday, May 8th. Finally, Loop Capital assumed coverage on shares of MACOM Technology Solutions in a research note on Friday, April 10th. They issued a “buy” rating and a $300.00 price objective on the stock. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $335.00.

Insider Activity

In other MACOM Technology Solutions news, CFO John Kober sold 7,644 shares of the company’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the completion of the sale, the chief financial officer directly owned 40,972 shares in the company, valued at $14,719,191. This represents a 15.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Peter Y. Chung sold 43,268 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the sale, the director directly owned 6,781 shares of the company’s stock, valued at approximately $2,564,574.20. This trade represents a 86.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 78,096 shares of company stock valued at $28,760,941 in the last 90 days. 0.36% of the stock is owned by corporate insiders.

MACOM Technology Solutions Stock Up 4.0%

Shares of NASDAQ MTSI opened at $317.35 on Friday. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $118.16 and a 1 year high of $418.90. The firm’s 50 day moving average price is $360.78 and its 200 day moving average price is $273.99. The firm has a market cap of $24.21 billion, a P/E ratio of 137.38, a price-to-earnings-growth ratio of 2.50 and a beta of 1.65. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, beating the consensus estimate of $1.07 by $0.02. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The company had revenue of $288.95 million during the quarter, compared to analysts’ expectations of $285.20 million. During the same quarter in the previous year, the business earned $0.85 EPS. The firm’s revenue was up 22.5% on a year-over-year basis. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, sell-side analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current year.

MACOM Technology Solutions Company Profile

MACOM Technology Solutions is a semiconductor company specializing in high-performance analog, microwave, millimeter-wave and photonic semiconductor solutions. Its product portfolio includes amplifiers, switches, modulators, detectors and integrated circuits designed to optimize signal integrity, power management and data transmission. MACOM’s offerings address both digital and optical domains, providing critical building blocks for next-generation communications infrastructure.

The company’s solutions serve a diverse set of end markets, including wireless and wireline telecom, data centers, satellite communications, aerospace and defense, industrial and automotive applications.